C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$742K
3
+$544K
4
TSLA icon
Tesla
TSLA
+$427K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$415K

Top Sells

1
+$271K
2
+$217K
3
+$212K
4
ET icon
Energy Transfer Partners
ET
+$212K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$208K

Sector Composition

1 Technology 15.43%
2 Consumer Discretionary 13.79%
3 Financials 11.9%
4 Industrials 11.72%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$4K ﹤0.01%
148
+9
1477
$4K ﹤0.01%
503
-8
1478
$4K ﹤0.01%
106
+12
1479
$4K ﹤0.01%
592
-35
1480
$4K ﹤0.01%
4,115
-70
1481
$4K ﹤0.01%
3,513
-787
1482
$4K ﹤0.01%
270
-32
1483
$4K ﹤0.01%
146
-59
1484
$4K ﹤0.01%
433
-3
1485
$4K ﹤0.01%
89
-43
1486
$4K ﹤0.01%
294
-164
1487
$4K ﹤0.01%
376
+88
1488
$4K ﹤0.01%
181
-78
1489
$4K ﹤0.01%
205
+11
1490
$4K ﹤0.01%
374
+34
1491
$4K ﹤0.01%
112
-32
1492
$4K ﹤0.01%
116
-42
1493
$4K ﹤0.01%
22
-7
1494
$4K ﹤0.01%
204
+25
1495
$4K ﹤0.01%
134
+49
1496
$4K ﹤0.01%
91
+53
1497
$3K ﹤0.01%
34
+5
1498
$3K ﹤0.01%
211
+179
1499
$3K ﹤0.01%
68
+52
1500
$3K ﹤0.01%
169
-64
58 59
60
61 62